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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,654 hedge funds and large institutions have $21.5B invested in Energy Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 670 increasing their positions, 682 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
-59
Holders Change %
-3.44%
% of All Funds
26.47%
Holding in Top 10
99
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-28.26%
% of All Funds
1.58%
New
133
Increased
670
Reduced
682
Closed
157
Calls
$3.57B
Puts
$7.1B
Net Calls
-$3.53B
Net Calls Change
+$2.16B

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$306M
2
Millennium Management
Millennium Management
New York
+$274M
3
MMH
Menora Mivtachim Holdings
Israel
+$207M
4
SGDR
SPX Gestao de Recursos
Brazil
+$200M
5
Citadel Advisors
Citadel Advisors
Florida
+$199M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$384M
2
Citigroup
Citigroup
New York
-$323M
3
Morgan Stanley
Morgan Stanley
New York
-$208M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$176M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCOSD
1326
Sageworth Trust Company of South Dakota
South Dakota
$265K – – –
CW
1327
CIC Wealth
Maryland
$263K -$82.8K -1,000 -24%
IWA
1328
Intercontinental Wealth Advisors
Texas
$262K -$165K -1,995 -39%
CCWM
1329
Cassaday & Co Wealth Management
Virginia
$262K -$68K -821 -21%
Jones Financial Companies
1330
Jones Financial Companies
Missouri
$261K – – –
OWA
1331
Octavia Wealth Advisors
Ohio
$259K -$33.7K -407 -12%
TWA
1332
Talisman Wealth Advisors
New Jersey
$259K +$248 +3 +0.1%
PA
1333
PSI Advisors
Florida
$259K +$1.66K +20 +0.6%
VCM
1334
Viewpoint Capital Management
Washington
$258K -$20.7K -250 -7%
PCM
1335
Pennsylvania Capital Management
Pennsylvania
$257K -$17.5K -211 -6%
LWM
1336
LJI Wealth Management
Indiana
$256K -$9.53K -115 -4%
NCM
1337
NCM Capital Management
New Jersey
$255K +$255K +3,078 New
WHG
1338
Westwood Holdings Group
Texas
$255K +$255K +3,079 New
DWA
1339
Delos Wealth Advisors
Texas
$254K -$2.21M -26,643 -90%
WP
1340
Westmount Partners
California
$254K +$580 +7 +0.2%
FANJ
1341
Financial Architects (New Jersey)
New Jersey
$253K -$503K -6,073 -67%
HIMC
1342
Heritage Investors Management Corp
Maryland
$252K -$4.72K -57 -2%
SWP
1343
Semus Wealth Partners
Florida
$251K -$31.9K -385 -11%
AFG
1344
Allegheny Financial Group
Pennsylvania
$251K +$10.3K +124 +4%
CCA
1345
Column Capital Advisors
Indiana
$251K – – –
EIA
1346
Eldridge Investment Advisors
New Hampshire
$251K +$2.9K +35 +1%
CS
1347
Capital Square
Tennessee
$251K -$45.7K -538 -15%
CSWM
1348
Cassady Schiller Wealth Management
Ohio
$250K -$378K -4,565 -60%
APA
1349
Astoria Portfolio Advisors
New York
$250K -$4.17K -49 -2%
LRIA
1350
Leonard Rickey Investment Advisors
Washington
$250K -$27.7K -334 -10%
52 53
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